Personal Income Tax Return Checklist Personal Income Tax Return by lht10255


									Personal Income Tax Return Checklist
1. All information slips such as: T-3 T-4 T-4A T-4 (OAS) T-4E T4F T4PS T4RIF T4RSP TL11A T-5 T-10 T-100 T101 T600 CTB T5003 T5007 T5008 T5013 T5018 T5018 (SUBCONTRACTORS) And corresponding provincial slip


Details of other income for which no T slips have been received such as: other employment income (including stock option plans) business income partnership income rental income alimony, separation allowances, child maintenance pensions interest income earned but not yet received – example: Canadian Savings Bonds, Deferred Annuities, Term Deposits, Treasury Bills, Mutual Funds, Strip Bonds, Compound Interest Bonds professional fees director fees scholarships, fellowships, and bursaries replacement properties acquired Details of other expenses such as: employment related expenses - provide form T2200 “Declaration of Conditions of Employment” interest on money borrowed to purchase investments investment counsel fees tools acquired by apprentice vehicle mechanics business and employment purchases like vehicles, supplies, etc. moving expenses – including costs of maintaining a vacant former residence child care expenses alimony, separation allowances, child maintenance safety deposit box fees accounting fees pension plan contributions


business research and development clergy residence deduction information including Form 1223 4. Details of other investments such as: real estate or oil and gas investments – including financial statements labour-sponsored funds Registered Education Savings Plans Details and receipts for: Registered Retirement Savings Plan contributions professional dues tuition fees – From T2202, TL11A, TL11D charitable donations medical expenses (including medical related modifications to new or exiting homes and travel expenses) political contributions Details of: capital gains and losses realized (including actual date of disposition) Details of: previous capital gains exemptions claimed, business investment losses and cumulative net investment loss accounts If one your dependents was in full time attendance at a college or university: details concerning name of institution, number of months in attendance, tuition fees, income of dependent, Form T2202 Are you disabled or are any of your dependents disabled? provide Form T2201 – disability tax credit certificate Details regarding RRSP: Home Buyers’ Plan withdrawals Lifelong Learning Plan repayment Information regarding child tax credit receipts Receipts for: income tax installments, or payments of tax Assessment Notice and any other correspondence from Revenue Canada, Taxation


6. 7.


9. 10.

11. 12


14. 15.

Personalized Tax Information which Revenue Canada may have sent to you Details of foreign property owned at any time including cash, stocks, trusts, partnerships, real estate, tangible and intangible property, contingent interests, convertible property etc. Details of income from, or distributions to, foreign entities such as foreign affiliates and trusts If you provided in-home care for a parent or grandparent (including in-laws) 65 years of age or over, or an infirm dependent relative, a federal tax credit is available Also, the caregiver may claim related training costs as a medical expense credit.

16. 17.

18. 19.

Interest paid on qualifying student loans is eligible for a tax credit Details of carry forwards from previous years including losses, donations, forward averaging amounts, registered retirement savings plans

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